CANONSBURG, PA
Allocation by class
Portfolio Concentration
Top 3 weight
30.2%
Top 10 weight
57.7%
Voting Authority Distribution
Total shares with voting rights: 2.60M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.60M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 242.66K | SH | $18.82M 13.30% | 0.00 | 0.00 | 242.66K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US MID C | 178.28K | SH | $12.88M 9.10% | 0.00 | 0.00 | 178.28K |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 265.69K | SH | $11.04M 7.80% | 0.00 | 0.00 | 265.69K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 100.74K | SH | $8.12M 5.74% | 0.00 | 0.00 | 100.74K |
AMERICAN CENTY ETF TRSOLE | US QUALITY GROW | 76.75K | SH | $8.06M 5.70% | 0.00 | 0.00 | 76.75K |
AMERICAN CENTY ETF TRSOLE | FOCUSED LRG CAP | 100.25K | SH | $7.69M 5.43% | 0.00 | 0.00 | 100.25K |
AMERICAN CENTY ETF TRSOLE | FOCUSED DYNAMIC | 38.31K | SH | $4.37M 3.09% | 0.00 | 0.00 | 38.31K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 44.02K | SH | $3.73M 2.64% | 0.00 | 0.00 | 44.02K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US SMALL | 58.62K | SH | $3.65M 2.58% | 0.00 | 0.00 | 58.62K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.51K | SH | $3.29M 2.33% | 0.00 | 0.00 | 5.51K |
AMERICAN CENTY ETF TRSOLE | QUALITY DIVRSFED | 48.96K | SH | $3.20M 2.26% | 0.00 | 0.00 | 48.96K |
AMERICAN CENTY ETF TRSOLE | AVANTIS SHFXDINC | 68.27K | SH | $3.20M 2.26% | 0.00 | 0.00 | 68.27K |
AMERICAN CENTY ETF TRSOLE | DIVERSIFID CRP | 67.72K | SH | $3.16M 2.23% | 0.00 | 0.00 | 67.72K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 68.57K | SH | $3.02M 2.13% | 0.00 | 0.00 | 68.57K |
STERLING CAP FDSSOLE | NATIONAL MUNI BD | 115.02K | SH | $2.86M 2.02% | 0.00 | 0.00 | 115.02K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S EQT | 71.57K | SH | $2.73M 1.93% | 0.00 | 0.00 | 71.57K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIANZIM US EQU | 62.41K | SH | $2.40M 1.70% | 0.00 | 0.00 | 62.41K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMERGING | 34.95K | SH | $2.36M 1.67% | 0.00 | 0.00 | 34.95K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIANZIM US EQU | 86.84K | SH | $2.31M 1.63% | 0.00 | 0.00 | 86.84K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIANZIM US EQU | 62.03K | SH | $2.26M 1.60% | 0.00 | 0.00 | 62.03K |
AMERICAN CENTY ETF TRSOLE | SELECT HIGH YIEL | 48.96K | SH | $2.26M 1.59% | 0.00 | 0.00 | 48.96K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIANZIM US EQT | 66.85K | SH | $2.11M 1.49% | 0.00 | 0.00 | 66.85K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 19.83K | SH | $1.98M 1.40% | 0.00 | 0.00 | 19.83K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIANZIM US EQT | 53.23K | SH | $1.78M 1.26% | 0.00 | 0.00 | 53.23K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | BARRIER INCOME | 69.72K | SH | $1.71M 1.21% | 0.00 | 0.00 | 69.72K |